AA
DOCU

ALPS Advisors’s DocuSign DOCU Stock Holding History

ALPS Advisors’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,747
Closed -$393K – 1070
2025
Q4 		$393K Buy
5,747
+63
+1% +$4.36K ﹤0.01% 896
2025
Q3 		$410K Buy
5,684
+1,321
+30% +$102K ﹤0.01% 910
2025
Q2 		$340K Buy
4,363
+53
+1% +$4.29K ﹤0.01% 890
2025
Q1 		$351K Buy
+4,310
New +$378K ﹤0.01% 789
2024
Q2 		– Sell
-4,176
Closed -$249K – 974
2024
Q1 		$249K Sell
4,176
-1,372
-25% -$77.5K ﹤0.01% 953
2023
Q4 		$330K Buy
5,548
+280
+5% +$12.8K ﹤0.01% 807
2023
Q3 		$221K Sell
5,268
-7,009
-57% -$344K ﹤0.01% 953
2023
Q2 		$627K Buy
12,277
+4,795
+64% +$254K 0.01% 570
2023
Q1 		$436K Sell
7,482
-8,465
-53% -$505K ﹤0.01% 604
2022
Q4 		$884K Sell
15,947
-320
-2% -$15.6K 0.01% 507
2022
Q3 		$870K Sell
16,267
-7,873
-33% -$494K 0.01% 492
2022
Q2 		$1.39M Buy
+24,140
New +$1.95M 0.01% 383

Other funds holding DOCU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return